Wealth Sales Professional
2 weeks ago
At Sun Life Financial, we're committed to empowering our employees to succeed in their careers and make a meaningful impact on our clients' lives.
As a Wealth Sales Representative, you'll play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on our wealth solutions.
- Partner with Wealth Sales Directors and Regional Sales Assistants to generate sales through various investment channels.
- Build strong relationships with investment advisors and insurance specialists to increase sales of Sun Life wealth solutions.
- Assist with competitor analysis, business building practices, and sales development.
Our ideal candidate will possess a strong sales aptitude, entrepreneurial spirit, and a passion for following and understanding capital markets. A minimum of 3 years of sales experience in the financial services industry is required, with a Bachelor's degree in a field such as Commerce, Finance, or Business.
We offer a competitive base salary, commissions, and a comprehensive benefits package, including flexible benefits, pension, stock, and savings programs. Join us in creating a diverse and inclusive work environment where everyone has the opportunity to succeed and grow.
Key Responsibilities:
- Generate sales and lead development through proactive outbound telephone calls and email communications.
- Utilize CRM/database to plan and prioritize activities with advisors.
- Participate in national, regional, and project group meetings, sharing feedback and information.
Requirements:
- IFIC, CFP, CIM, or CFA certification (a plus)
- Minimum 3 years of sales experience in the financial services industry
- Strong sales aptitude, entrepreneurial spirit, and passion for capital markets
What's in it for you?
- Competitive base salary and commissions
- Comprehensive benefits package, including flexible benefits, pension, stock, and savings programs
- Diverse and inclusive work environment
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